eoTouch Merchandiser

eoTouch Merchandiser is a mobile application designed to assist merchandisers with ensuring shelves are stocked and sales incentives are in place. eoTouch Merchandiser can operate on either Android or iOS devices.

  • A “cheat sheet” on using the eoTouch Merchandiser app can be downloaded here.
  • The cheat sheet is also available in eoTouch through the help menu.

Feature Information

  • Functional Area: Sales Support
  • Roles Impacted: Merchandiser, Sales Supervisor
  • Platform: eoTouch Merchandiser
  • Plugins: Merchandiser Plugin, Retailer Plugin

Setup

Employee Role

Only employees flagged as a Merchandiser can access eoTouch Merchandiser.

Records > Employee > Records > Sales & Delivery Roles section:

  • Merchandiser
Customer Schedules

Merchandisers must be assigned to customers at Records > Customer > Records > Schedule panel.

  • Only employees assigned as a Merchandiser will be available to service the customer in eoTouch Merchandiser.
Schedule Sequence

Each merchandiser’s daily schedule of customers can be sequenced to reflect the order they will visit the customers at Records > Employee > Records > Schedule panel.

  • This ensures the customers are listed in eoTouch Merchandiser in the same order the merchandiser visits them, eliminating the need to search through the list to find the next customer.
Install and Configure eoTouch Merchandiser

eoTouch Merchandiser must be properly installed and configured to operate correctly.


Using eoTouch Merchandiser

The following sections and articles provide instructions for using the various menus and features available in eoTouch Merchandiser.

Home Screen

The home screen displays a number of stats about the merchandiser’s day. The stats will fill-in throughout the day as the merchandiser visits customers and restocks shelves.

Home Screen Stats

  1. Time tracks the hours and minutes since the the Start of Day information was entered.
    • Time is tracked until the End of Day information is entered.
  2. Distance tracks the total miles traveled since the the Start of Day information was entered.
    • Distance is broken down by driving or walking based on speed.
    • Distance is tracked until the End of Day information is entered.
  3. Restocks tracks the number of cases that have been restocked during the day.
Sync Menu

The Sync menu contains the available options for transmitting information to and from the database.

  • Download – Retrieve the current snapshot of the database.
    • This option is only available on a fresh install when no database has been downloaded yet.
  • Upload – Sends all saved work and transactions from the handheld device to the eoStar backend.
    • All uploaded data will no longer be available on the handheld.
    • Updated inventory information is also downloaded if Live Inventory is enabled.
  • Full Sync – Sends all saved work and transactions from the handheld to the backend and downloads a current snapshot of the database.
    • All uploaded data will no longer be available on the handheld.
  • Refresh Inventory – Downloads updated inventory information only
  • Erase all your entries – Deletes all saved work and transactions from the handheld.
    • Anything that has not been uploaded will be lost.
    • Only available if BETA mode is enabled.

Start of Day

Before a merchandiser can service any customers in eoTouch, they must enter the start-of-day mileage on their vehicle and start recording their time spent working. The total miles traveled and time spent working during the day is reported in the Merchandiser Activity ION report.

Start Day
AndroidiOS
  1. Tap Start of Day.
  2. Enter the Start mileage of the vehicle.
  3. Tap Accept.
  1. Tap Start of Day.
  2. Enter the Start mileage of the vehicle.
  3. Tap Accept.
Pause Day

The time recording can be paused as necessary, during lunch for example.

  1. Tap Pause Day to temporarily stop time recording.
  2. Tap Unpause Day to restart time recording.
    • Going to Route > [Customer Name] > Resume Work will also restart time recording.

Route Screen

The Route screen lists the customers the merchandiser is scheduled to service today.

Using the Route Screen
AndroidiOS
  1. Tap Route.
  2. The customers scheduled to be serviced today are listed in order based on their sequence.
  3. Use the Search box to find a specific customer.
  4. Tap the location marker to get directions from your current location to the customer.
    • Your device’s default map application will be opened to provide the directions.
  5. Tap a customer to begin servicing it.
  6. Tap < to return to the main screen.
  1. Tap Route.
  2. The customers scheduled to be serviced today are listed in order based on their sequence.
  3. Use the Search box to find a specific customer.
  4. Tap the location marker to get directions from your current location to the customer.
    • Your device’s default map application will be opened to provide the directions.
  5. Tap a customer to begin servicing it.
  6. Tap < to return to the main screen.
View the Schedule for a Different Date
AndroidiOS
  1. Tap Route.
  2. Tap the ellipses to select a different day’s schedule.
  3. Tap All Customers to list all customers assigned to the merchandiser, regardless of scheduled day.
  4. Tap Today to list the current day’s schedule.
  5. Tap Tomorrow to list the previous day’s schedule.
  6. Tap This Week to list all customer’s scheduled to be visited this week.
  7. Tap Other to select a specific date.
    1. Tap the desired date on the calendar.
      • Only dates within the last two weeks or in the future can be selected.
    2. Tap Done to see its schedule.
  1. Tap Route.
  2. Tap the ellipses to select a different day’s schedule.
  3. Tap All Customers to list all customers assigned to the merchandiser, regardless of scheduled day.
  4. Tap Today to list the current day’s schedule.
  5. Tap Tomorrow to list the previous day’s schedule.
  6. Tap This Week to list all customer’s scheduled to be visited this week.
  7. Tap Other to select a specific date.
    1. Set the spinner to the desired date.
      • Only dates within the last two weeks or in the future can be selected.
    2. Tap Done to see its schedule.

Customer Screen

The customer screen is primarily used to record counts and restocks. It also contains information about the customer and access to a number of other features, such as objectives, user surveys, and action items.

Customer Information

The information section allows users to view customer notes, review the customer’s liquor license, payment terms, and contact information, get directions to the customer, and record a non-service reason.

Customer Information
AndroidiOS
  1. Tap the ellipses to open the customer info options.
  2. Tap Notes to view all active notes entered on the customer’s Notes panel.
  3. Tap Info to review the customer’s liquor license and contact information.
  4. Tap Directions to get directions from your current location to the customer.
    • Your device’s default map application will be opened to provide the directions.
  5. Tap Non-Service to select a reason why the customer was not serviced today.
  1. Tap Notes to view all active notes entered on the customer’s Notes panel.
  2. Tap Info to review the customer’s liquor license and contact information.
  3. Tap Directions to get directions from your current location to the customer.
    • Your device’s default map application will be opened to provide the directions.
  4. Tap Non-Service to select a reason why the customer was not serviced today.

Start Work

eoTouch Merchandiser tracks the time spent working at each customer and reports it in the Merchandiser Activity ION report.

Start Work
  1. Tap Start Work to begin tracking time at the customer.
  2. Tap Pause Work to temporarily stop tracking time at the customer.
    • Work cannot be started at one customer while work is paused at another customer.
  3. Tap Resume Work to re-start time tracking.
  4. Tap End Work when all tasks at the customer are complete.

Walkarounds

Walkarounds allow for customized lists of products to be set up for various areas in a store. The products can be sequenced to match the layout of the store, allowing the merchandiser to “walk around” the store and easily record both the quantity on the shelf (count) and the quantity needed to restock (need).

Walkarounds also offer the ability to set a par value for each product. Entering a count for a product with a par value will automatically calculate the restock need as the difference between the count and par values .

  • Ex: Product ABC has a par of 10. When the merchandiser enters a count of 6, eoTouchX automatically calculates that 4 need to be restocked.

For instructions on using the walkaround feature, please see the eoTouch Merchandiser – Walkaround article.

Action Items

Action items are used to notify merchandisers when certain tasks need to be completed at the customer site. (Added with the Action Items plugin)

For instructions on using the action items feature, please see the eoTouch Merchandiser – Action Items article.

Objectives

Objectives are used to create and track tasks for a customer that will be performed by a merchandiser. (Added with the Objectives plugin)

For instructions on using the objectives feature, please see the eoTouch Merchandiser – Objectives article.

User Surveys

Merchandisers can complete and upload custom user surveys from eoTouch. (Added with the User Surveys plugin)

For instructions on using the user surveys feature, please see the eoTouch Merchandiser – User Surveys article


End of Day

Once all customers have been serviced, merchandisers must enter the end-of-day mileage on their vehicle. The total miles traveled during the day is reported in the Merchandiser Activity ION report.

Alert

Once the day is ended, customer actions cannot be performed without full-syncing and starting the day again first.

End Day
AndroidiOS
  1. Tap End of Day.
  2. Tap Yes to confirm ending the day.
  3. Enter the End mileage of the vehicle.
  4. Tap Accept.
  1. Tap End of Day.
  2. Tap Yes to confirm ending the day.
  3. Enter the End mileage of the vehicle.
    • The mileage entered must be greater than Start mileage.
  4. Tap Accept.

Archives

Archives are used to package a copy of the data from the current session and send it to Rutherford Support for investigation or manual uploading.

This is particularly helpful if there are issues syncing at the end of the day or eoTouch crashes while servicing a customer. Once support has an archive, they can upload the transaction information to eoStar and/or investigate the audit logs for the source of the crash.

Archives
AndroidiOS
  1. Tap the ellipses.
  2. Tap Archives.
  3. Tap Create Archive.
  4. Tap the newly created archive.
  5. Tap Open to load the archived session in eoTouch.
    • This allows users to navigate and perform tasks in the saved session, but will not actually upload any data.
  6. Tap Email to send the archive as an email attachment.
  7. Select the email program to use.
    • A new email will automatically be started with the To populated as support@eostar.com and the archive attached.
  8. Add a brief explanation of the reason for sending the archive.
    • The most common reasons are:
      1. I am unable to upload, please manually upload my transactions.
      2. eoTouch crashed on the _____ screen. Here are reproductions steps, please investigate the cause of the crash. (List the steps taken immediately before the crash, if possible)
  9. Tap Delete to remove the archive from the device.
    • Tap Yes to confirm deletion.
  10. Tap the back arrow to exit the archives screen.
  1. Tap the gear, then Archives.
  2. Tap Create Archive.
  3. Tap the newly created archive.
  4. Tap Open to load the archived session in eoTouch.
    • This allows users to navigate and perform tasks in the saved session, but will not actually upload any data.
  5. Tap Email to send the archive as an attachment using the Apple email client.
    • A new email will automatically be started with the To populated as support@eostar.com and the archive attached.
  6. Add a brief explanation of the reason for sending the archive.
    • The most common reasons are:
      1. I am unable to upload, please manually upload my transactions.
      2. eoTouch crashed on the _____ screen. Here are reproductions steps, please investigate the cause of the crash. (List the steps taken immediately before the crash, if possible)
  7. Tap Delete to remove the archive from the device.
    • Tap Yes to confirm deletion.
  8. Tap < eoTouch Merchandiser to exit the archives screen.

Help

The Help screen provides information about the eoTouch app and the available support options.

Help Screen
AndroidiOS
  1. Tap the ellipses.
  2. Tap Help.
  3. App Info lists the version of eoTouch currently running.
  4. The Support email address and phone number are are provided.
  5. Tap www.wiki-eostar.com to access the support documentation website.
  6. Tap eoTouch Merchandiser Cheat Sheet to open a web page with a quick walk-through of how to use eoTouch Merchandiser.
  7. Tap the back arrow to exit the help screen.
  1. Tap the gear and Help.
  2. App Info lists the version of eoTouch currently running.
  3. The Support email address and phone number are are provided.
  4. Tap www.wiki-eostar.com to access the support documentation website.
  5. Tap eoTouch Merchandiser Cheat Sheet to open a web page with a quick walk-through of how to use eoTouch Merchandiser.
  6. Tap < eoTouch Merchandiser to exit the help screen.

Delivery Notifications

When a driver using eoTouch Delivery completes a delivery, the merchandiser assigned that customer will receive a notification. This allows merchandisers to wait on visiting a customer until they receive the notification and not make an unnecessary trip.

Notification Message
AndroidiOS

iOS Notification:

eoTouch Notification:


eoTouch Merchandiser Webinar

Please see the Training Webinar Videos page for the latest webinar on eoTouch Merchandiser.

Updated on March 14, 2019

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